Investment Process

Appraise Companies and their Business

The investment process at Hartwell begins with a “bottom up” approach examining the fundamentals of individual companies and their industries. Bottom-up analysis include dissecting financials, management dialogue, on-site meetings, industry cross references, and interacting with sell-side and industry analysts, among others. We seek those companies that exhibit unit volume growth and the ability to maintain pricing power.

We focus on the critical variables that are most likely to influence a company’s success or failure. This process requires an intensive, highly refined analytical effort using multiple sources.

Our research efforts are focused on premier growth companies that are leaders in their industries.

Identify the Catalysts

We identify, at an early stage, those catalysts which will be material to a company’s growth.

Positive catalysts for one company will likely lead to look-alikes, competitors, or suppliers that exhibit similar characteristics.